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ANALYSIS

Commodity markets are kind of like a soap-opera where there is no beginning or end to the story. Market analysis is ongoing too. Below are some examples of material covered. Please click here for more information. I'd be happy to send you a specific research report.


May 2018
02: May Prairie Seeding Potential Looks Decent
03: WHEAT UPDATE - Understanding Wheat Class & Protein Shifts
07: Take on W. Canada Weather
09: Pea Update
10: Few Comments USDA Report
11: Comments Stat Can Grain Stock Report
14: Acreage Density Map
15: Prairie Weather
16: Select Canada Supply Demand (Grain Oilseeds)
18: More Supply Demand (pea, lentil, rye, mustard)
21: Weekend Notes
23: Wheat 2-Pager


April 2018
01: Thoughts Post USDA Report
03: Alberta's Spring Price Endorsement - Guidance
04: China vs US Tension Ramps-Up - Thought
04: Come to Canada
05: Weather Observation
07: More on Weather (Spring Wheat)
09: Evolving Oilseed Story
11: Morning Thoughts
12: Comments (Soybean, Durum, Railway)
16: Latest Weather Interpretation
17: Morning Observation
18: Stat Can Acreage - Leading Up to April 27
23: Evening Notes
24: Algeria Buys Durum
25: Pea and Soybean 1 Pager
26: Canola Update
27: Initial Take Stat Can Acreage
30: Final Take on Stat Can Acreage


March 2018
01: Evening Thoughts
02: CAD Update
02: Winter Storm
04: Pulse Update with Updated Guidance
05: Trade War 1 Pager
06: Comment on Cumulative Canada Exports
07: Three Charts (Canola Wheat)
08: Highlights USDA Report (1-pager)
09: Wheat Update- The Good and Bad
12: Chart Headwinds
13: CAD Update
14: Sask Crop Insurance (Comments and Guidance on Price Choice)
15: Canola Update
19: Odds-N-Ends (Weather, Barley, Canola)
19: Kabuli Chickpea - Merits of Forward Pricing Kabuli versus Doing Nothing
22: Western Canada Growing Season - Thoughts on Probable Market Behavior
23: Trade Wars 1-Pager
23: Algeria and Tunisia Buy Durum - Comments
28: Trends and Observations
29: Pulse Comments
29: USDA Highlights (1 hour after release)


February 2018
01: Pulse Sentiment as it Evolves
02: India Vegetative Map (New One)
04: Weekend Notes (Canola, Flax)
06: Tunisia Buys Durum - Lower Price Sends a Message About Perception
10: Pulse Thoughts
12: Filtering (Spec, SAmer Scare, Canola, Wheat)
13: Algeria Buy Durum
13: Domestic Barley Update
15: Morning Oilseed Charts - A Tale of Divergence
15: Drought Talk
16: Today's Oilseed Thought
18: In the Nick of Time
21: Canola Update
21: Feed Barley Update
22: Oilseed Marketing
23: Tunisia Buys Durum - First New Crop Price Indication
25: Evening Perspective
26: Spring Wheat - An Update
27: Canola Marketing









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